TAX016 - Employees Default Tax Data

When you hire an employee using PeopleSoft HCM, the system automatically sets up the following Tax records for the employee:

  • Federal

  • State

  • Local

The system uses information, such as the employees' home address and job location from their Personal Data and Job Data records, as the default in their Tax Data records, with a tax status of single and withholding allowances of zero (for state and local data only; allowance is not used in federal tax). As a safeguard against incorrect default data slipping through unchecked, you can run SQR TAX016 - Employees Default Tax Data. This report identifies which employees have such default data in their Tax records. The report reviews records from a date range that you specify.